View Future GrowthKaneka 過去の業績過去 基準チェック /46Kanekaは、平均年間2.2%の収益成長を遂げていますが、 Chemicals業界の収益は、年間 減少しています。収益は、平均年間4.4% 5.4%収益成長率で 成長しています。 Kanekaの自己資本利益率は6.2%であり、純利益率は3.8%です。主要情報2.16%収益成長率3.30%EPS成長率Chemicals 業界の成長12.41%収益成長率5.43%株主資本利益率6.25%ネット・マージン3.82%前回の決算情報31 Mar 2026最近の業績更新Reported Earnings • May 20Full year 2026 earnings released: EPS: JP¥501 (vs JP¥401 in FY 2025)Full year 2026 results: EPS: JP¥501 (up from JP¥401 in FY 2025). Revenue: JP¥811.6b (flat on FY 2025). Net income: JP¥31.0b (up 22% from FY 2025). Profit margin: 3.8% (up from 3.1% in FY 2025). Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.お知らせ • Mar 18Kaneka Corporation to Report Fiscal Year 2026 Results on May 14, 2026Kaneka Corporation announced that they will report fiscal year 2026 results on May 14, 2026お知らせ • Dec 02Kaneka Corporation to Report Q3, 2026 Results on Feb 10, 2026Kaneka Corporation announced that they will report Q3, 2026 results on Feb 10, 2026お知らせ • Sep 01Kaneka Corporation to Report Q2, 2026 Results on Nov 12, 2025Kaneka Corporation announced that they will report Q2, 2026 results on Nov 12, 2025お知らせ • Jun 13Kaneka Corporation to Report Q1, 2026 Results on Aug 08, 2025Kaneka Corporation announced that they will report Q1, 2026 results on Aug 08, 2025お知らせ • Mar 21Kaneka Corporation to Report Fiscal Year 2025 Results on May 14, 2025Kaneka Corporation announced that they will report fiscal year 2025 results on May 14, 2025すべての更新を表示Recent updatesReported Earnings • May 20Full year 2026 earnings released: EPS: JP¥501 (vs JP¥401 in FY 2025)Full year 2026 results: EPS: JP¥501 (up from JP¥401 in FY 2025). Revenue: JP¥811.6b (flat on FY 2025). Net income: JP¥31.0b (up 22% from FY 2025). Profit margin: 3.8% (up from 3.1% in FY 2025). Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.Board Change • May 20Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 8 non-independent directors. Independent Director Hiromi Miyake was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • May 14+ 1 more updateKaneka Corporation, Annual General Meeting, Jun 26, 2026Kaneka Corporation, Annual General Meeting, Jun 26, 2026.お知らせ • Mar 18Kaneka Corporation to Report Fiscal Year 2026 Results on May 14, 2026Kaneka Corporation announced that they will report fiscal year 2026 results on May 14, 2026お知らせ • Dec 02Kaneka Corporation to Report Q3, 2026 Results on Feb 10, 2026Kaneka Corporation announced that they will report Q3, 2026 results on Feb 10, 2026お知らせ • Nov 12+ 1 more updateKaneka Corporation Revises Consolidated Earnings Guidance for the Fiscal Year from April 1, 2025 to March 31, 2026Kaneka Corporation revised consolidated earnings guidance for the fiscal year from April 1, 2025 to March 31, 2026. For the year, the company expects net sales of ¥800,000 million compared to previous guidance of ¥820,000 million, operating income of ¥37,000 million compared to previous guidance of ¥42,000 million, net income attributable to owners of parent of ¥33,000 million compared to previous guidance of ¥33,000 million and net income per share of ¥534.03 compared to previous guidance of ¥524.36.お知らせ • Nov 10Kaneka Expands Global Reach with i-ED COIL Launch in EuropeKaneka Corporation has begun sales of its i-ED COIL, a brain aneurysm embolization coil in Europe as of October. The product obtained EC certification under an EU Medical Device Regulation in July and will be distributed primarily in Europe through Kaneka Medical Europe N.V. The i-ED COIL provides world-class flexibility, enabled by its specialized wire thickness and structural features. This flexibility enables coils to be packed more densely within aneurysms than conventional products and allows treatment of aneurysms with irregular shapes. Its role in reducing the risk of aneurysm rupture is highly regarded by physicians, and since its launch in the Japanese market in 2019, sales have continued to grow steadily. Kaneka is expanding its business in a wide range of fields, which include devices for the treatment of cardiac, peripheral vascular, and cerebrovascular diseases, as well as medical devices used in the treatment of gastrointestinal tract diseases. Looking ahead, company aim to strengthen the global reach of products such as i-ED COIL and achieve sales of JPY 300 billion by 2030 in the Health Care Solution Unit including these medical businesses.お知らせ • Sep 01Kaneka Corporation to Report Q2, 2026 Results on Nov 12, 2025Kaneka Corporation announced that they will report Q2, 2026 results on Nov 12, 2025お知らせ • Jun 13Kaneka Corporation to Report Q1, 2026 Results on Aug 08, 2025Kaneka Corporation announced that they will report Q1, 2026 results on Aug 08, 2025お知らせ • May 16Kaneka Corporation (TSE:4118) announces an Equity Buyback for 3,000,000 shares, representing 4.77% for ¥12,000 million.Kaneka Corporation (TSE:4118) announces a share repurchase program. Under the program, the company will repurchase 3,000,000 shares, representing 4.77% of the outstanding shares for ¥12,000 million. The purpose of the program is to improve shareholder value and implement flexible capital policies in response to changes in the business environment. The program will run until March 29, 2026. As of April 30, 2025, the company had 62,934,292 shares outstanding and 3,065,708 shares in treasury.お知らせ • May 14Kaneka Corporation, Annual General Meeting, Jun 27, 2025Kaneka Corporation, Annual General Meeting, Jun 27, 2025.お知らせ • Mar 21Kaneka Corporation to Report Fiscal Year 2025 Results on May 14, 2025Kaneka Corporation announced that they will report fiscal year 2025 results on May 14, 2025お知らせ • Jan 09Kaneka Corporation (TSE:4118) acquired 96.80% stake in EndoStream Medical Ltd.Kaneka Corporation (TSE:4118) acquired 96.80% stake in EndoStream Medical Ltd on December 23, 2024. By combining Kaneka's manufacturing and ESM's technology, we will jointly develop new medical devices, mainly for cerebrovascular treatment, in addition to the Nautilus device for aneurysm treatment currently under development. We aim to achieve sales of over ¥20 billion by 2030. Kaneka Corporation (TSE:4118) completed the acquisition of 96.80% stake in EndoStream Medical Ltd on December 23, 2024.お知らせ • Dec 21Kaneka Corporation to Report Q3, 2025 Results on Feb 13, 2025Kaneka Corporation announced that they will report Q3, 2025 results on Feb 13, 2025Reported Earnings • Nov 15Second quarter 2025 earnings released: EPS: JP¥49.73 (vs JP¥71.73 in 2Q 2024)Second quarter 2025 results: EPS: JP¥49.73 (down from JP¥71.73 in 2Q 2024). Revenue: JP¥197.6b (up 5.4% from 2Q 2024). Net income: JP¥3.13b (down 33% from 2Q 2024). Profit margin: 1.6% (down from 2.5% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has fallen by 10% per year whereas the company’s share price has fallen by 15% per year.Valuation Update With 7 Day Price Move • Nov 14Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €19.80, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 11x in the Chemicals industry in Germany. Total loss to shareholders of 32% over the past three years.Upcoming Dividend • Sep 20Upcoming dividend of JP¥60.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 05 December 2024. Payout ratio is a comfortable 27% but the company is not cash flow positive. Trailing yield: 3.1%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (5.0%).お知らせ • Sep 18Kaneka Corporation to Report Q2, 2025 Results on Nov 12, 2024Kaneka Corporation announced that they will report Q2, 2025 results on Nov 12, 2024Valuation Update With 7 Day Price Move • Aug 06Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €20.80, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 12x in the Chemicals industry in Germany. Total loss to shareholders of 32% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €16.18 per share.お知らせ • Jun 18Kaneka Corporation to Report Q1, 2025 Results on Aug 08, 2024Kaneka Corporation announced that they will report Q1, 2025 results on Aug 08, 2024Reported Earnings • May 19Full year 2024 earnings released: EPS: JP¥358 (vs JP¥350 in FY 2023)Full year 2024 results: EPS: JP¥358 (up from JP¥350 in FY 2023). Revenue: JP¥762.3b (flat on FY 2023). Net income: JP¥23.2b (flat on FY 2023). Profit margin: 3.0% (in line with FY 2023). Revenue is forecast to grow 4.6% p.a. on average during the next 2 years, compared to a 4.2% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has fallen by 8% per year whereas the company’s share price has fallen by 11% per year.お知らせ • May 16Kaneka Corporation, Annual General Meeting, Jun 27, 2024Kaneka Corporation, Annual General Meeting, Jun 27, 2024.Upcoming Dividend • Mar 21Upcoming dividend of JP¥55.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 12 June 2024. Payout ratio is a comfortable 41% but the company is not cash flow positive. Trailing yield: 2.9%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (4.8%).お知らせ • Mar 13Kaneka Corporation to Report Fiscal Year 2024 Results on May 14, 2024Kaneka Corporation announced that they will report fiscal year 2024 results on May 14, 2024Reported Earnings • Feb 11Third quarter 2024 earnings released: EPS: JP¥69.95 (vs JP¥34.88 in 3Q 2023)Third quarter 2024 results: EPS: JP¥69.95 (up from JP¥34.88 in 3Q 2023). Revenue: JP¥194.6b (up 4.3% from 3Q 2023). Net income: JP¥4.54b (up 96% from 3Q 2023). Profit margin: 2.3% (up from 1.2% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has fallen by 12% per year, which means it is performing significantly worse than earnings.Buying Opportunity • Jan 18Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 5.2%. The fair value is estimated to be €27.25, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 7.0%. Revenue is forecast to grow by 8.9% in 2 years. Earnings is forecast to grow by 92% in the next 2 years.お知らせ • Nov 30Kaneka Corporation to Report Q3, 2024 Results on Feb 08, 2024Kaneka Corporation announced that they will report Q3, 2024 results on Feb 08, 2024Reported Earnings • Nov 11Second quarter 2024 earnings released: EPS: JP¥71.73 (vs JP¥91.80 in 2Q 2023)Second quarter 2024 results: EPS: JP¥71.73 (down from JP¥91.80 in 2Q 2023). Revenue: JP¥187.4b (flat on 2Q 2023). Net income: JP¥4.66b (down 23% from 2Q 2023). Profit margin: 2.5% (down from 3.2% in 2Q 2023). Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.Upcoming Dividend • Sep 21Upcoming dividend of JP¥55.00 per share at 2.7% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 05 December 2023. Payout ratio is a comfortable 43% but the company is not cash flow positive. Trailing yield: 2.7%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (5.9%).お知らせ • Sep 13Kaneka Corporation to Report Q2, 2024 Results on Nov 09, 2023Kaneka Corporation announced that they will report Q2, 2024 results on Nov 09, 2023New Risk • Aug 10New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 2.2% Last year net profit margin: 4.1% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (2.2% net profit margin).Reported Earnings • Aug 10First quarter 2024 earnings released: EPS: JP¥65.35 (vs JP¥161 in 1Q 2023)First quarter 2024 results: EPS: JP¥65.35 (down from JP¥161 in 1Q 2023). Revenue: JP¥182.7b (down 5.2% from 1Q 2023). Net income: JP¥4.24b (down 60% from 1Q 2023). Profit margin: 2.3% (down from 5.5% in 1Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 1.8% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.お知らせ • Jun 15Kaneka Corporation to Report Q1, 2024 Results on Aug 09, 2023Kaneka Corporation announced that they will report Q1, 2024 results on Aug 09, 2023Reported Earnings • May 18Full year 2023 earnings released: EPS: JP¥350 (vs JP¥406 in FY 2022)Full year 2023 results: EPS: JP¥350 (down from JP¥406 in FY 2022). Revenue: JP¥755.8b (up 9.3% from FY 2022). Net income: JP¥23.0b (down 13% from FY 2022). Profit margin: 3.0% (down from 3.8% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.お知らせ • May 17Kaneka Corporation, Annual General Meeting, Jun 29, 2023Kaneka Corporation, Annual General Meeting, Jun 29, 2023.Upcoming Dividend • Mar 23Upcoming dividend of JP¥55.00 per share at 3.3% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 13 June 2023. Payout ratio is a comfortable 17% but the company is not cash flow positive. Trailing yield: 3.3%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (5.7%).Reported Earnings • Feb 12Third quarter 2023 earnings released: EPS: JP¥34.87 (vs JP¥111 in 3Q 2022)Third quarter 2023 results: EPS: JP¥34.87 (down from JP¥111 in 3Q 2022). Revenue: JP¥186.5b (up 4.5% from 3Q 2022). Net income: JP¥2.32b (down 68% from 3Q 2022). Profit margin: 1.2% (down from 4.1% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.7% p.a. on average during the next 3 years, compared to a 1.8% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.お知らせ • Dec 17Kaneka Corporation to Report Q3, 2023 Results on Feb 08, 2023Kaneka Corporation announced that they will report Q3, 2023 results on Feb 08, 2023Board Change • Nov 16Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 9 experienced directors. 2 highly experienced directors. 4 independent directors (8 non-independent directors). Independent Director Yuko Sasakawa was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Nov 11Second quarter 2023 earnings released: EPS: JP¥91.80 (vs JP¥107 in 2Q 2022)Second quarter 2023 results: EPS: JP¥91.80 (down from JP¥107 in 2Q 2022). Revenue: JP¥187.9b (up 13% from 2Q 2022). Net income: JP¥6.05b (down 14% from 2Q 2022). Profit margin: 3.2% (down from 4.2% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, while revenues in the Chemicals industry in Germany are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.Upcoming Dividend • Sep 22Upcoming dividend of JP¥55.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 06 December 2022. Payout ratio is a comfortable 25% but the company is not cash flow positive. Trailing yield: 2.9%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (6.1%).お知らせ • Sep 10+ 1 more updateKaneka Corporation (TSE:4118) announces an Equity Buyback for 2,300,000 shares, representing 3.42% for ¥10,000 million.Kaneka Corporation (TSE:4118) announces a share repurchase program. Under the program, the company will repurchase 2,300,000 shares, representing 3.42% of the outstanding shares for ¥10,000 million. The purpose of the program is to improve shareholder value and to implement a flexible capital policy in response to changes in the business environment. The program will run until March 24, 2022. As of August 31, 2022, the company had 67,195,241 shares outstanding and 804,759 shares in treasury.Reported Earnings • Aug 12First quarter 2023 earnings released: EPS: JP¥161 (vs JP¥119 in 1Q 2022)First quarter 2023 results: EPS: JP¥161 (up from JP¥119 in 1Q 2022). Revenue: JP¥192.7b (up 17% from 1Q 2022). Net income: JP¥10.5b (up 36% from 1Q 2022). Profit margin: 5.5% (up from 4.7% in 1Q 2022). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 3.2%, compared to a 2.9% growth forecast for the industry in Germany.お知らせ • Jun 11Kaneka Corporation to Report Q1, 2023 Results on Aug 10, 2022Kaneka Corporation announced that they will report Q1, 2023 results on Aug 10, 2022Reported Earnings • May 15Full year 2022 earnings released: EPS: JP¥406 (vs JP¥243 in FY 2021)Full year 2022 results: EPS: JP¥406 (up from JP¥243 in FY 2021). Revenue: JP¥691.5b (up 20% from FY 2021). Net income: JP¥26.5b (up 67% from FY 2021). Profit margin: 3.8% (up from 2.7% in FY 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 7.3%, compared to a 6.4% growth forecast for the industry in Germany.お知らせ • May 14Kaneka Corporation, Annual General Meeting, Jun 29, 2022Kaneka Corporation, Annual General Meeting, Jun 29, 2022.Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 8 non-independent directors. Managing Executive Officer & Director Katsunobu Doro was the last director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Buying Opportunity • Apr 21Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 14%. The fair value is estimated to be €31.37, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 9.3%. For the next 3 years, revenue is forecast to grow by 2.5% per annum. Earnings is also forecast to grow by 6.8% per annum over the same time period.お知らせ • Apr 13Kaneka Launches New PCR Test Kit for Identifying the COVID-19 Omicron (BA.1) and "Stealth" Omicron (BA.2) VariantsKaneka Corporation released KANEKA RT-PCR Kit “SARS-CoV-2 (Omicron/Delta) ver.2”, a real-time PCR test kit capable of simultaneously detecting the Omicron (BA.1), "Stealth" Omicron (BA.2), and Delta variants of COVID-19. This test kit uses a proprietary reagent developed using Kaneka's molecular testing-related technologies to detect the presence of three variants with a single PCR test. This is expected to help reduce the burden placed by testing and to assist with selecting the best suitable drugs and treatment approaches for each variant in clinical settings. Kaneka has already released the KANEKA Direct RT-PCR Kit SARS-CoV-2, an in-vitro diagnostic reagent that uses Kaneka's original sample processing technology to produce test results in less than an hour, KANEKA RT-PCR Kit “SARS-CoV-2 (L452R/E484Q/E484K/N501Y)”, which can detect four variants simultaneously, and KANEKA RT-PCR Kit “SARS-CoV-2 (Omicron/Delta)” which can detect the Delta and Omicron variants of COVID-19. These Kaneka products are being used at major sporting events and for pre-travel PCR testing, as well as in medical facilities and testing centers. These products make it possible to quickly test large numbers of samples.Upcoming Dividend • Mar 23Upcoming dividend of JP¥60.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 06 June 2022. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 3.4%. Lower than top quartile of German dividend payers (3.6%). Lower than average of industry peers (4.7%).Reported Earnings • Feb 09Third quarter 2022 earnings: EPS in line with analyst expectations despite revenue beatThird quarter 2022 results: EPS: JP¥111 (up from JP¥110 in 3Q 2021). Revenue: JP¥178.4b (up 15% from 3Q 2021). Net income: JP¥7.26b (up 1.0% from 3Q 2021). Profit margin: 4.1% (down from 4.6% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 4.9%. Over the next year, revenue is forecast to stay flat compared to a 6.0% growth forecast for the industry in Germany.Reported Earnings • Nov 10Second quarter 2022 earnings released: EPS JP¥107 (vs JP¥31.26 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥166.2b (up 19% from 2Q 2021). Net income: JP¥7.01b (up 244% from 2Q 2021). Profit margin: 4.2% (up from 1.5% in 2Q 2021). The increase in margin was driven by higher revenue.Upcoming Dividend • Sep 22Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 07 December 2021. Trailing yield: 2.1%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (3.7%).Reported Earnings • Aug 14First quarter 2022 earnings released: EPS JP¥119 (vs JP¥6.70 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥164.1b (up 30% from 1Q 2021). Net income: JP¥7.76b (up JP¥7.32b from 1Q 2021). Profit margin: 4.7% (up from 0.3% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.Reported Earnings • May 16Full year 2021 earnings released: EPS JP¥243 (vs JP¥215 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: JP¥577.4b (down 4.0% from FY 2020). Net income: JP¥15.8b (up 13% from FY 2020). Profit margin: 2.7% (up from 2.3% in FY 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.Upcoming Dividend • Mar 24Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 11 June 2021. Trailing yield: 2.1%. Lower than top quartile of German dividend payers (3.3%). Lower than average of industry peers (3.6%).Valuation Update With 7 Day Price Move • Mar 24Investor sentiment improved over the past weekAfter last week's 17% share price gain to JP¥39.40, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 19x in the Chemicals industry in Germany. Total returns to shareholders of 8.7% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €24.18 per share.お知らせ • Mar 11Kaneka Corporation to Report Fiscal Year 2021 Results on May 13, 2021Kaneka Corporation announced that they will report fiscal year 2021 results on May 13, 2021Is New 90 Day High Low • Feb 16New 90-day high: €32.60The company is up 29% from its price of €25.20 on 18 November 2020. The German market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 14% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €19.16 per share.Reported Earnings • Feb 11Third quarter 2021 earnings released: EPS JP¥110 (vs JP¥48.85 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥154.8b (up 1.4% from 3Q 2020). Net income: JP¥7.18b (up 125% from 3Q 2020). Profit margin: 4.6% (up from 2.1% in 3Q 2020). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.Analyst Estimate Surprise Post Earnings • Feb 11Revenue beats expectationsRevenue exceeded analyst estimates by 4.7%. Over the next year, revenue is forecast to grow 3.3%, compared to a 5.1% growth forecast for the Chemicals industry in Germany.Is New 90 Day High Low • Jan 26New 90-day high: €30.00The company is up 26% from its price of €23.80 on 28 October 2020. The German market is up 16% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 21% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €11.58 per share.Is New 90 Day High Low • Jan 08New 90-day high: €29.20The company is up 16% from its price of €25.20 on 09 October 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 13% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €11.44 per share.お知らせ • Dec 17Kaneka Corporation to Report Q3, 2021 Results on Feb 09, 2021Kaneka Corporation announced that they will report Q3, 2021 results on Feb 09, 2021Is New 90 Day High Low • Dec 17New 90-day high: €28.40The company is up 19% from its price of €23.80 on 18 September 2020. The German market is up 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 13% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €11.62 per share.Analyst Estimate Surprise Post Earnings • Nov 14Revenue beats expectationsRevenue exceeded analyst estimates by 1.4%. Over the next year, revenue is forecast to grow 1.1%, compared to a 3.6% growth forecast for the Chemicals industry in Germany.Is New 90 Day High Low • Nov 12New 90-day high: €25.80The company is up 22% from its price of €21.20 on 14 August 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €10.41 per share.Reported Earnings • Nov 11Second quarter 2021 earnings released: EPS JP¥31.26The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥140.1b (down 7.3% from 2Q 2020). Net income: JP¥2.04b (down 20% from 2Q 2020). Profit margin: 1.5% (down from 1.7% in 2Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.Is New 90 Day High Low • Oct 12New 90-day high: €25.60The company is up 21% from its price of €21.20 on 14 July 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €9.76 per share.Is New 90 Day High Low • Sep 18New 90-day high: €24.80The company is up 8.0% from its price of €23.00 on 19 June 2020. The German market is up 6.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Chemicals industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €10.11 per share.お知らせ • Sep 13Kaneka Corporation to Report Q2, 2021 Results on Nov 10, 2020Kaneka Corporation announced that they will report Q2, 2021 results on Nov 10, 2020お知らせ • Jun 28Kaneka Corporation to Report Q1, 2021 Results on Aug 12, 2020Kaneka Corporation announced that they will report Q1, 2021 results on Aug 12, 2020収支内訳Kaneka の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史DB:KKA 収益、費用、利益 ( )JPY Millions日付収益収益G+A経費研究開発費31 Mar 26811,63830,977192,655031 Dec 25802,43026,013189,988030 Sep 25808,66526,196140,41339,34230 Jun 25807,50022,537186,487031 Mar 25807,20025,309137,84639,34231 Dec 24800,62227,518139,56535,39730 Sep 24788,14924,485135,88635,39730 Jun 24777,94426,012132,77535,39731 Mar 24762,30223,220128,39835,39731 Dec 23753,40617,556127,31932,66930 Sep 23745,33515,337124,86332,66930 Jun 23745,82216,731123,76632,66931 Mar 23755,82123,008123,86032,66931 Dec 22749,95723,356126,37430,89430 Sep 22741,86528,289124,81330,89430 Jun 22720,16329,248120,47530,89431 Mar 22691,53026,487115,97430,89431 Dec 21664,65828,193115,79427,82030 Sep 21640,97928,121112,27527,82030 Jun 21614,88823,151108,99727,82031 Mar 21577,42615,831105,54227,82031 Dec 20570,53114,430103,71329,38930 Sep 20568,37310,433103,85729,38930 Jun 20579,33610,949105,99329,38931 Mar 20601,51414,003107,86129,38931 Dec 19605,89516,789107,63928,96330 Sep 19614,84517,598107,08828,96330 Jun 19617,59419,444105,79228,96331 Mar 19621,04322,238104,41428,96331 Dec 18617,82620,517103,16628,03930 Sep 18609,93722,642101,40828,03930 Jun 18604,11123,09599,89828,03931 Mar 18596,14221,57199,01128,03931 Dec 17586,07123,26798,69028,51330 Sep 17570,29820,95697,35628,51330 Jun 17556,46620,64595,88028,51331 Mar 17548,22220,48496,31428,51331 Dec 16546,10517,53698,56526,76730 Sep 16545,56620,21996,38726,76730 Jun 16551,91120,43594,89626,76731 Mar 16555,22720,98591,96726,76731 Dec 15555,38824,38992,80423,31930 Sep 15558,66422,50491,56923,31930 Jun 15555,62220,20389,14423,319質の高い収益: KKAには¥13.4B } という大きな 一回限りの 利益があり、過去 12 か月の財務実績が31st March, 2026に影響を及ぼしています。利益率の向上: KKAの現在の純利益率 (3.8%)は、昨年(3.1%)よりも高くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: KKAの収益は過去 5 年間で年間2.2%増加しました。成長の加速: KKAの過去 1 年間の収益成長率 ( 22.4% ) は、5 年間の平均 ( 年間2.2%を上回っています。収益対業界: KKAの過去 1 年間の収益成長率 ( 22.4% ) はChemicals業界-13.5%を上回りました。株主資本利益率高いROE: KKAの 自己資本利益率 ( 6.2% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YMaterials 、過去の業績が好調な企業。View Financial Health企業分析と財務データの現状データ最終更新日(UTC時間)企業分析2026/05/24 14:11終値2026/05/22 00:00収益2026/03/31年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Kaneka Corporation 5 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。16 アナリスト機関Kyoji ChibaBofA Global ResearchTakao KanaiCitigroup IncKeita IkedaDaiwa Securities Co. Ltd.13 その他のアナリストを表示
Reported Earnings • May 20Full year 2026 earnings released: EPS: JP¥501 (vs JP¥401 in FY 2025)Full year 2026 results: EPS: JP¥501 (up from JP¥401 in FY 2025). Revenue: JP¥811.6b (flat on FY 2025). Net income: JP¥31.0b (up 22% from FY 2025). Profit margin: 3.8% (up from 3.1% in FY 2025). Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
お知らせ • Mar 18Kaneka Corporation to Report Fiscal Year 2026 Results on May 14, 2026Kaneka Corporation announced that they will report fiscal year 2026 results on May 14, 2026
お知らせ • Dec 02Kaneka Corporation to Report Q3, 2026 Results on Feb 10, 2026Kaneka Corporation announced that they will report Q3, 2026 results on Feb 10, 2026
お知らせ • Sep 01Kaneka Corporation to Report Q2, 2026 Results on Nov 12, 2025Kaneka Corporation announced that they will report Q2, 2026 results on Nov 12, 2025
お知らせ • Jun 13Kaneka Corporation to Report Q1, 2026 Results on Aug 08, 2025Kaneka Corporation announced that they will report Q1, 2026 results on Aug 08, 2025
お知らせ • Mar 21Kaneka Corporation to Report Fiscal Year 2025 Results on May 14, 2025Kaneka Corporation announced that they will report fiscal year 2025 results on May 14, 2025
Reported Earnings • May 20Full year 2026 earnings released: EPS: JP¥501 (vs JP¥401 in FY 2025)Full year 2026 results: EPS: JP¥501 (up from JP¥401 in FY 2025). Revenue: JP¥811.6b (flat on FY 2025). Net income: JP¥31.0b (up 22% from FY 2025). Profit margin: 3.8% (up from 3.1% in FY 2025). Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
Board Change • May 20Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 8 non-independent directors. Independent Director Hiromi Miyake was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • May 14+ 1 more updateKaneka Corporation, Annual General Meeting, Jun 26, 2026Kaneka Corporation, Annual General Meeting, Jun 26, 2026.
お知らせ • Mar 18Kaneka Corporation to Report Fiscal Year 2026 Results on May 14, 2026Kaneka Corporation announced that they will report fiscal year 2026 results on May 14, 2026
お知らせ • Dec 02Kaneka Corporation to Report Q3, 2026 Results on Feb 10, 2026Kaneka Corporation announced that they will report Q3, 2026 results on Feb 10, 2026
お知らせ • Nov 12+ 1 more updateKaneka Corporation Revises Consolidated Earnings Guidance for the Fiscal Year from April 1, 2025 to March 31, 2026Kaneka Corporation revised consolidated earnings guidance for the fiscal year from April 1, 2025 to March 31, 2026. For the year, the company expects net sales of ¥800,000 million compared to previous guidance of ¥820,000 million, operating income of ¥37,000 million compared to previous guidance of ¥42,000 million, net income attributable to owners of parent of ¥33,000 million compared to previous guidance of ¥33,000 million and net income per share of ¥534.03 compared to previous guidance of ¥524.36.
お知らせ • Nov 10Kaneka Expands Global Reach with i-ED COIL Launch in EuropeKaneka Corporation has begun sales of its i-ED COIL, a brain aneurysm embolization coil in Europe as of October. The product obtained EC certification under an EU Medical Device Regulation in July and will be distributed primarily in Europe through Kaneka Medical Europe N.V. The i-ED COIL provides world-class flexibility, enabled by its specialized wire thickness and structural features. This flexibility enables coils to be packed more densely within aneurysms than conventional products and allows treatment of aneurysms with irregular shapes. Its role in reducing the risk of aneurysm rupture is highly regarded by physicians, and since its launch in the Japanese market in 2019, sales have continued to grow steadily. Kaneka is expanding its business in a wide range of fields, which include devices for the treatment of cardiac, peripheral vascular, and cerebrovascular diseases, as well as medical devices used in the treatment of gastrointestinal tract diseases. Looking ahead, company aim to strengthen the global reach of products such as i-ED COIL and achieve sales of JPY 300 billion by 2030 in the Health Care Solution Unit including these medical businesses.
お知らせ • Sep 01Kaneka Corporation to Report Q2, 2026 Results on Nov 12, 2025Kaneka Corporation announced that they will report Q2, 2026 results on Nov 12, 2025
お知らせ • Jun 13Kaneka Corporation to Report Q1, 2026 Results on Aug 08, 2025Kaneka Corporation announced that they will report Q1, 2026 results on Aug 08, 2025
お知らせ • May 16Kaneka Corporation (TSE:4118) announces an Equity Buyback for 3,000,000 shares, representing 4.77% for ¥12,000 million.Kaneka Corporation (TSE:4118) announces a share repurchase program. Under the program, the company will repurchase 3,000,000 shares, representing 4.77% of the outstanding shares for ¥12,000 million. The purpose of the program is to improve shareholder value and implement flexible capital policies in response to changes in the business environment. The program will run until March 29, 2026. As of April 30, 2025, the company had 62,934,292 shares outstanding and 3,065,708 shares in treasury.
お知らせ • May 14Kaneka Corporation, Annual General Meeting, Jun 27, 2025Kaneka Corporation, Annual General Meeting, Jun 27, 2025.
お知らせ • Mar 21Kaneka Corporation to Report Fiscal Year 2025 Results on May 14, 2025Kaneka Corporation announced that they will report fiscal year 2025 results on May 14, 2025
お知らせ • Jan 09Kaneka Corporation (TSE:4118) acquired 96.80% stake in EndoStream Medical Ltd.Kaneka Corporation (TSE:4118) acquired 96.80% stake in EndoStream Medical Ltd on December 23, 2024. By combining Kaneka's manufacturing and ESM's technology, we will jointly develop new medical devices, mainly for cerebrovascular treatment, in addition to the Nautilus device for aneurysm treatment currently under development. We aim to achieve sales of over ¥20 billion by 2030. Kaneka Corporation (TSE:4118) completed the acquisition of 96.80% stake in EndoStream Medical Ltd on December 23, 2024.
お知らせ • Dec 21Kaneka Corporation to Report Q3, 2025 Results on Feb 13, 2025Kaneka Corporation announced that they will report Q3, 2025 results on Feb 13, 2025
Reported Earnings • Nov 15Second quarter 2025 earnings released: EPS: JP¥49.73 (vs JP¥71.73 in 2Q 2024)Second quarter 2025 results: EPS: JP¥49.73 (down from JP¥71.73 in 2Q 2024). Revenue: JP¥197.6b (up 5.4% from 2Q 2024). Net income: JP¥3.13b (down 33% from 2Q 2024). Profit margin: 1.6% (down from 2.5% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has fallen by 10% per year whereas the company’s share price has fallen by 15% per year.
Valuation Update With 7 Day Price Move • Nov 14Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €19.80, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 11x in the Chemicals industry in Germany. Total loss to shareholders of 32% over the past three years.
Upcoming Dividend • Sep 20Upcoming dividend of JP¥60.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 05 December 2024. Payout ratio is a comfortable 27% but the company is not cash flow positive. Trailing yield: 3.1%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (5.0%).
お知らせ • Sep 18Kaneka Corporation to Report Q2, 2025 Results on Nov 12, 2024Kaneka Corporation announced that they will report Q2, 2025 results on Nov 12, 2024
Valuation Update With 7 Day Price Move • Aug 06Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €20.80, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 12x in the Chemicals industry in Germany. Total loss to shareholders of 32% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €16.18 per share.
お知らせ • Jun 18Kaneka Corporation to Report Q1, 2025 Results on Aug 08, 2024Kaneka Corporation announced that they will report Q1, 2025 results on Aug 08, 2024
Reported Earnings • May 19Full year 2024 earnings released: EPS: JP¥358 (vs JP¥350 in FY 2023)Full year 2024 results: EPS: JP¥358 (up from JP¥350 in FY 2023). Revenue: JP¥762.3b (flat on FY 2023). Net income: JP¥23.2b (flat on FY 2023). Profit margin: 3.0% (in line with FY 2023). Revenue is forecast to grow 4.6% p.a. on average during the next 2 years, compared to a 4.2% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has fallen by 8% per year whereas the company’s share price has fallen by 11% per year.
お知らせ • May 16Kaneka Corporation, Annual General Meeting, Jun 27, 2024Kaneka Corporation, Annual General Meeting, Jun 27, 2024.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥55.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 12 June 2024. Payout ratio is a comfortable 41% but the company is not cash flow positive. Trailing yield: 2.9%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (4.8%).
お知らせ • Mar 13Kaneka Corporation to Report Fiscal Year 2024 Results on May 14, 2024Kaneka Corporation announced that they will report fiscal year 2024 results on May 14, 2024
Reported Earnings • Feb 11Third quarter 2024 earnings released: EPS: JP¥69.95 (vs JP¥34.88 in 3Q 2023)Third quarter 2024 results: EPS: JP¥69.95 (up from JP¥34.88 in 3Q 2023). Revenue: JP¥194.6b (up 4.3% from 3Q 2023). Net income: JP¥4.54b (up 96% from 3Q 2023). Profit margin: 2.3% (up from 1.2% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has fallen by 12% per year, which means it is performing significantly worse than earnings.
Buying Opportunity • Jan 18Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 5.2%. The fair value is estimated to be €27.25, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 7.0%. Revenue is forecast to grow by 8.9% in 2 years. Earnings is forecast to grow by 92% in the next 2 years.
お知らせ • Nov 30Kaneka Corporation to Report Q3, 2024 Results on Feb 08, 2024Kaneka Corporation announced that they will report Q3, 2024 results on Feb 08, 2024
Reported Earnings • Nov 11Second quarter 2024 earnings released: EPS: JP¥71.73 (vs JP¥91.80 in 2Q 2023)Second quarter 2024 results: EPS: JP¥71.73 (down from JP¥91.80 in 2Q 2023). Revenue: JP¥187.4b (flat on 2Q 2023). Net income: JP¥4.66b (down 23% from 2Q 2023). Profit margin: 2.5% (down from 3.2% in 2Q 2023). Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Sep 21Upcoming dividend of JP¥55.00 per share at 2.7% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 05 December 2023. Payout ratio is a comfortable 43% but the company is not cash flow positive. Trailing yield: 2.7%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (5.9%).
お知らせ • Sep 13Kaneka Corporation to Report Q2, 2024 Results on Nov 09, 2023Kaneka Corporation announced that they will report Q2, 2024 results on Nov 09, 2023
New Risk • Aug 10New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 2.2% Last year net profit margin: 4.1% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (2.2% net profit margin).
Reported Earnings • Aug 10First quarter 2024 earnings released: EPS: JP¥65.35 (vs JP¥161 in 1Q 2023)First quarter 2024 results: EPS: JP¥65.35 (down from JP¥161 in 1Q 2023). Revenue: JP¥182.7b (down 5.2% from 1Q 2023). Net income: JP¥4.24b (down 60% from 1Q 2023). Profit margin: 2.3% (down from 5.5% in 1Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 1.8% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
お知らせ • Jun 15Kaneka Corporation to Report Q1, 2024 Results on Aug 09, 2023Kaneka Corporation announced that they will report Q1, 2024 results on Aug 09, 2023
Reported Earnings • May 18Full year 2023 earnings released: EPS: JP¥350 (vs JP¥406 in FY 2022)Full year 2023 results: EPS: JP¥350 (down from JP¥406 in FY 2022). Revenue: JP¥755.8b (up 9.3% from FY 2022). Net income: JP¥23.0b (down 13% from FY 2022). Profit margin: 3.0% (down from 3.8% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
お知らせ • May 17Kaneka Corporation, Annual General Meeting, Jun 29, 2023Kaneka Corporation, Annual General Meeting, Jun 29, 2023.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥55.00 per share at 3.3% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 13 June 2023. Payout ratio is a comfortable 17% but the company is not cash flow positive. Trailing yield: 3.3%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (5.7%).
Reported Earnings • Feb 12Third quarter 2023 earnings released: EPS: JP¥34.87 (vs JP¥111 in 3Q 2022)Third quarter 2023 results: EPS: JP¥34.87 (down from JP¥111 in 3Q 2022). Revenue: JP¥186.5b (up 4.5% from 3Q 2022). Net income: JP¥2.32b (down 68% from 3Q 2022). Profit margin: 1.2% (down from 4.1% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.7% p.a. on average during the next 3 years, compared to a 1.8% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
お知らせ • Dec 17Kaneka Corporation to Report Q3, 2023 Results on Feb 08, 2023Kaneka Corporation announced that they will report Q3, 2023 results on Feb 08, 2023
Board Change • Nov 16Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 9 experienced directors. 2 highly experienced directors. 4 independent directors (8 non-independent directors). Independent Director Yuko Sasakawa was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Nov 11Second quarter 2023 earnings released: EPS: JP¥91.80 (vs JP¥107 in 2Q 2022)Second quarter 2023 results: EPS: JP¥91.80 (down from JP¥107 in 2Q 2022). Revenue: JP¥187.9b (up 13% from 2Q 2022). Net income: JP¥6.05b (down 14% from 2Q 2022). Profit margin: 3.2% (down from 4.2% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, while revenues in the Chemicals industry in Germany are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥55.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 06 December 2022. Payout ratio is a comfortable 25% but the company is not cash flow positive. Trailing yield: 2.9%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (6.1%).
お知らせ • Sep 10+ 1 more updateKaneka Corporation (TSE:4118) announces an Equity Buyback for 2,300,000 shares, representing 3.42% for ¥10,000 million.Kaneka Corporation (TSE:4118) announces a share repurchase program. Under the program, the company will repurchase 2,300,000 shares, representing 3.42% of the outstanding shares for ¥10,000 million. The purpose of the program is to improve shareholder value and to implement a flexible capital policy in response to changes in the business environment. The program will run until March 24, 2022. As of August 31, 2022, the company had 67,195,241 shares outstanding and 804,759 shares in treasury.
Reported Earnings • Aug 12First quarter 2023 earnings released: EPS: JP¥161 (vs JP¥119 in 1Q 2022)First quarter 2023 results: EPS: JP¥161 (up from JP¥119 in 1Q 2022). Revenue: JP¥192.7b (up 17% from 1Q 2022). Net income: JP¥10.5b (up 36% from 1Q 2022). Profit margin: 5.5% (up from 4.7% in 1Q 2022). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 3.2%, compared to a 2.9% growth forecast for the industry in Germany.
お知らせ • Jun 11Kaneka Corporation to Report Q1, 2023 Results on Aug 10, 2022Kaneka Corporation announced that they will report Q1, 2023 results on Aug 10, 2022
Reported Earnings • May 15Full year 2022 earnings released: EPS: JP¥406 (vs JP¥243 in FY 2021)Full year 2022 results: EPS: JP¥406 (up from JP¥243 in FY 2021). Revenue: JP¥691.5b (up 20% from FY 2021). Net income: JP¥26.5b (up 67% from FY 2021). Profit margin: 3.8% (up from 2.7% in FY 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 7.3%, compared to a 6.4% growth forecast for the industry in Germany.
お知らせ • May 14Kaneka Corporation, Annual General Meeting, Jun 29, 2022Kaneka Corporation, Annual General Meeting, Jun 29, 2022.
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 8 non-independent directors. Managing Executive Officer & Director Katsunobu Doro was the last director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Buying Opportunity • Apr 21Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 14%. The fair value is estimated to be €31.37, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 9.3%. For the next 3 years, revenue is forecast to grow by 2.5% per annum. Earnings is also forecast to grow by 6.8% per annum over the same time period.
お知らせ • Apr 13Kaneka Launches New PCR Test Kit for Identifying the COVID-19 Omicron (BA.1) and "Stealth" Omicron (BA.2) VariantsKaneka Corporation released KANEKA RT-PCR Kit “SARS-CoV-2 (Omicron/Delta) ver.2”, a real-time PCR test kit capable of simultaneously detecting the Omicron (BA.1), "Stealth" Omicron (BA.2), and Delta variants of COVID-19. This test kit uses a proprietary reagent developed using Kaneka's molecular testing-related technologies to detect the presence of three variants with a single PCR test. This is expected to help reduce the burden placed by testing and to assist with selecting the best suitable drugs and treatment approaches for each variant in clinical settings. Kaneka has already released the KANEKA Direct RT-PCR Kit SARS-CoV-2, an in-vitro diagnostic reagent that uses Kaneka's original sample processing technology to produce test results in less than an hour, KANEKA RT-PCR Kit “SARS-CoV-2 (L452R/E484Q/E484K/N501Y)”, which can detect four variants simultaneously, and KANEKA RT-PCR Kit “SARS-CoV-2 (Omicron/Delta)” which can detect the Delta and Omicron variants of COVID-19. These Kaneka products are being used at major sporting events and for pre-travel PCR testing, as well as in medical facilities and testing centers. These products make it possible to quickly test large numbers of samples.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥60.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 06 June 2022. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 3.4%. Lower than top quartile of German dividend payers (3.6%). Lower than average of industry peers (4.7%).
Reported Earnings • Feb 09Third quarter 2022 earnings: EPS in line with analyst expectations despite revenue beatThird quarter 2022 results: EPS: JP¥111 (up from JP¥110 in 3Q 2021). Revenue: JP¥178.4b (up 15% from 3Q 2021). Net income: JP¥7.26b (up 1.0% from 3Q 2021). Profit margin: 4.1% (down from 4.6% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 4.9%. Over the next year, revenue is forecast to stay flat compared to a 6.0% growth forecast for the industry in Germany.
Reported Earnings • Nov 10Second quarter 2022 earnings released: EPS JP¥107 (vs JP¥31.26 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥166.2b (up 19% from 2Q 2021). Net income: JP¥7.01b (up 244% from 2Q 2021). Profit margin: 4.2% (up from 1.5% in 2Q 2021). The increase in margin was driven by higher revenue.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 07 December 2021. Trailing yield: 2.1%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (3.7%).
Reported Earnings • Aug 14First quarter 2022 earnings released: EPS JP¥119 (vs JP¥6.70 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥164.1b (up 30% from 1Q 2021). Net income: JP¥7.76b (up JP¥7.32b from 1Q 2021). Profit margin: 4.7% (up from 0.3% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
Reported Earnings • May 16Full year 2021 earnings released: EPS JP¥243 (vs JP¥215 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: JP¥577.4b (down 4.0% from FY 2020). Net income: JP¥15.8b (up 13% from FY 2020). Profit margin: 2.7% (up from 2.3% in FY 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.
Upcoming Dividend • Mar 24Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 11 June 2021. Trailing yield: 2.1%. Lower than top quartile of German dividend payers (3.3%). Lower than average of industry peers (3.6%).
Valuation Update With 7 Day Price Move • Mar 24Investor sentiment improved over the past weekAfter last week's 17% share price gain to JP¥39.40, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 19x in the Chemicals industry in Germany. Total returns to shareholders of 8.7% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €24.18 per share.
お知らせ • Mar 11Kaneka Corporation to Report Fiscal Year 2021 Results on May 13, 2021Kaneka Corporation announced that they will report fiscal year 2021 results on May 13, 2021
Is New 90 Day High Low • Feb 16New 90-day high: €32.60The company is up 29% from its price of €25.20 on 18 November 2020. The German market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 14% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €19.16 per share.
Reported Earnings • Feb 11Third quarter 2021 earnings released: EPS JP¥110 (vs JP¥48.85 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥154.8b (up 1.4% from 3Q 2020). Net income: JP¥7.18b (up 125% from 3Q 2020). Profit margin: 4.6% (up from 2.1% in 3Q 2020). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.
Analyst Estimate Surprise Post Earnings • Feb 11Revenue beats expectationsRevenue exceeded analyst estimates by 4.7%. Over the next year, revenue is forecast to grow 3.3%, compared to a 5.1% growth forecast for the Chemicals industry in Germany.
Is New 90 Day High Low • Jan 26New 90-day high: €30.00The company is up 26% from its price of €23.80 on 28 October 2020. The German market is up 16% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 21% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €11.58 per share.
Is New 90 Day High Low • Jan 08New 90-day high: €29.20The company is up 16% from its price of €25.20 on 09 October 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 13% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €11.44 per share.
お知らせ • Dec 17Kaneka Corporation to Report Q3, 2021 Results on Feb 09, 2021Kaneka Corporation announced that they will report Q3, 2021 results on Feb 09, 2021
Is New 90 Day High Low • Dec 17New 90-day high: €28.40The company is up 19% from its price of €23.80 on 18 September 2020. The German market is up 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 13% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €11.62 per share.
Analyst Estimate Surprise Post Earnings • Nov 14Revenue beats expectationsRevenue exceeded analyst estimates by 1.4%. Over the next year, revenue is forecast to grow 1.1%, compared to a 3.6% growth forecast for the Chemicals industry in Germany.
Is New 90 Day High Low • Nov 12New 90-day high: €25.80The company is up 22% from its price of €21.20 on 14 August 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €10.41 per share.
Reported Earnings • Nov 11Second quarter 2021 earnings released: EPS JP¥31.26The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥140.1b (down 7.3% from 2Q 2020). Net income: JP¥2.04b (down 20% from 2Q 2020). Profit margin: 1.5% (down from 1.7% in 2Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.
Is New 90 Day High Low • Oct 12New 90-day high: €25.60The company is up 21% from its price of €21.20 on 14 July 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €9.76 per share.
Is New 90 Day High Low • Sep 18New 90-day high: €24.80The company is up 8.0% from its price of €23.00 on 19 June 2020. The German market is up 6.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Chemicals industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €10.11 per share.
お知らせ • Sep 13Kaneka Corporation to Report Q2, 2021 Results on Nov 10, 2020Kaneka Corporation announced that they will report Q2, 2021 results on Nov 10, 2020
お知らせ • Jun 28Kaneka Corporation to Report Q1, 2021 Results on Aug 12, 2020Kaneka Corporation announced that they will report Q1, 2021 results on Aug 12, 2020